Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,956 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,975
shares
|
$929,558
0.04% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,968
shares
|
$928,625
0.01% of portfolio
|
Q3 2024
Added 85.17%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,961
shares
|
$927,692
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
6,954
shares
|
$926,759
0.28% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,922
shares
|
$922,494
0.58% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,919
shares
|
$922,095
0.03% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
6,917
shares
|
$921,828
0.25% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,915
shares
|
$921,562
0.02% of portfolio
|
Q3 2024
Reduced 24.94%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
6,914
shares
|
$921,428
0.02% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
6,911
shares
|
$921,028
0.14% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,906
shares
|
$920,362
0.18% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
6,895
shares
|
$918,896
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,869
shares
|
$915,431
0.03% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,842
shares
|
$911,833
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
6,836
shares
|
$911,033
0.62% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,830
shares
|
$910,234
0.35% of portfolio
|
Q2 2023
Added 2.25%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,817
shares
|
$908,501
0.0% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
6,786
shares
|
$904,370
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
6,758
shares
|
$900,638
0.06% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,750
shares
|
$899,572
0.2% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,748
shares
|
$899,305
0.26% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,739
shares
|
$898,106
0.03% of portfolio
|
Q3 2024
Reduced 29.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,719
shares
|
$895,441
0.02% of portfolio
|
Q2 2020
Reduced 23.0%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
6,711
shares
|
$894,374
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,707
shares
|
$893,841
0.06% of portfolio
|
Q3 2024
Reduced 0.37%
|